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Billing Instructions

Specific billing instructions for this client. The person that prepares the client's invoice will see these instructions, but the client will not.

Payment Terms

Payment Terms define when payment of client invoices are due. They appear on printed invoices and in accounts receivables transactions sent to an accounting system. They dictate the time period in which an invoice must be paid and whether the organization is offering a monetary incentive for early payment. Choose from any of the options in this drop-down menu, or create additional options on the Payment Terms admin form.

Billing Cycle

When creating new invoices, you can find invoices that need to be created based on the billing cycle.

• Current
• Monthly
• Semi-monthly
• Weekly
• Quarterly

Purchase Order Number

New Engagement level invoices for this client will automatically populate with the specified PO Number

Bill Time By

Bill the client on either an hourly or daily basis. This option controls the availability of the Adjust for Daily Billing time card adjustment. It also affects the display of legacy templates to show days instead of hours in columns. This option does not apply when you have chosen one of our new templates. Because these new templates are editable, the expectation is that you will change the template to match your time display criteria.

Display receipts when this invoice is saved or mailed as PDF?

• Include receipts on PDF invoices
• Do not include receipts on PDF invoices

If a prepayment balance exists, automatically apply as much of the balance as possible to the current invoice.

• Apply prepayment on invoice creation
• Do not apply prepayment on invoice creation

Client Message

An optional message to be displayed on the client's invoice

Invoice Template

The layout that will be used for this client's invoices. For example, you can select a template that shows billed time broken down by who submitted it or by which project it was submitted to.